In Part 2, Elon dropped a bold bet on ultra-clean chip fabs where you could eat a cheeseburger without contaminating wafers. Now the conversation shifts to our future of abundance: energy.

Sitting in the glorious front lobby of Gigafactory Texas in Austin, Peter steers toward the concerns people in America are thinking about today: energy, health and education. Elon doesn’t hesitate because it is right in sync with his Master Plan 4 for Tesla.

Peter D.: I want to talk about energy, health, education, because those are people’s concerns. So on the energy front, the innermost loop of everything that you’re building and…

Elon: Doing right now, energy is the foundation.

Peter D.: What’s your vision for energy abundance? The sun in the next, you know, this decade. The sun. Yeah.

Elon: I mean, so the sun is everything.

Elon drives the point home with scale that rewires your brain

Elon: People just don’t understand how solar is everything. So everything compared to the sun, all other energy sources are like cavemen throwing some twigs into a fire.

The sun is over 99.9% of the solar system’s mass. Burn Jupiter? Still rounds to 100%. Burn four Jupiters? Same story.

Fusion?

Peter D.: Any interest in fusion?

Elon: Yeah, you know, coming— never going to guess how the sun works.

Peter D.: Giant coal plants.

Elon: I mean we have a giant free fusion reactor that shows up every day 93 million miles away. It’s farcical for us to create little fusion reactors. That would be like having a tiny ice cube maker in the Antarctic and saying, “Hey look, we made ice.”

Solar is the only scalable path

Dave narrows to the immediate bottleneck: powering the Memphis supercluster.

Dave B.: If you just narrow the question to the Memphis timeline. Between a gigawatt and 10 gigawatt. You’re not going to pull 10 gigawatts out of Memphis.

Elon: Maybe two or three.

They’re still in “Toyland” at 10 GW scale — yet xAI is already pushing boundaries.

Peter drops a plug for his Metatrends research, then presses on China’s solar dominance.

Peter D.: China has done an incredible job… They put in 500 terawatt hours in the last year, 70% solar. And they’re just scaling.

Elon: China has done an incredible job on solar. Yeah, it’s amazing. Production capacity around 1,500 gigawatts per year of solar.

The US lags. Energy = GDP = quality of life. The group agrees: America must scale solar aggressively. Tesla and SpaceX are already all-in.

The discussion turns to the GPU power crunch — why TSMC worries about overproducing chips.

Elon: If chip output is growing exponentially, but power harnessed is growing in a slow, linear fashion, then chip production can exceed the rate at which the AI chips can be turned on.

You need transformers, cooling, liquid-cooled racks. One burst pipe? A billion dollars gone.

xAI is solving it first

Elon: xAI is going to have the first gigawatt training cluster at Colossus 2 in Memphis… Mid-January will be a gigawatt… then 1.5 gigawatts probably April-ish.

My 2 Cents

It is amazing that xAI brought together natural gas turbines + Tesla Megapacks to smooth massive power swings for the data center ijn Memphis, and soon to be expanded to Southhaven, Mississippi. It is a symphony of engineering miracles! The finest engineers in Austin and Palo Alto, some even from SpaceX, and the future vision to seek only truth, beauty, and stay curious!

Part 4 dives into gaming, Civilization’s tech victory, and simulation theory.